Outside of the Magnificent 7 tech stocks, profit warnings and unsettling forward guidance through Q1 earnings season have sparked a re-assessment of demand resilience. Commentary from consumer-oriented firms about waning pricing power and tighter margins looks troubling. Marija Veitmane, our head...
Published 05/09/24
April brought a reality check to markets after a stellar Q1, sparking demand for safety across assets and currencies. The higher for longer rate environment, together with signs of slowing growth and sticky inflation, gives rise to thoughts of future weakness in risk assets. Naturally, investors...
Published 05/02/24